Financial Organizations

 See How CFS' College-Planning Widget Works

CFS offers two versions of the widget:

  A version that generates the report to the screen (see demo example below)

  Another that emails the report to the prospect requesting the report as well as a designated email address at the financial organization. This option is ideally suited for lead generation and building a very-target prospect list (Gen-Xers and Baby Boomers with college-bound children) for marketing relevant products and services

Here are just a few examples of the many and varied ways CFS' exclusive college-planning widget can be used by a financial organization to deliver new services and value as well as drive new revenue:

In a financial organization (IMO, FMO, B/D, etc.) for use by its advisors. Use the CFS-powered widget to deliver new value to existing clients, attract new clients and identify new revenue-generating opportunities
Added to a financial institution (credit unions and banks) website to deliver new value, generate leads and referrals back into the institution for relevant products/services
Added to website as part of a lead generation strategy (using the email version of the widget).
As part of an employee benefit program, made available to employees in conjunction with an advisor consultation
In collaboration with a third party organization whose audience includes parents of college-bound children. Use the widget to deliver value to their audience and prospect leads for your organization
As the centerpiece of an internet advertising campaign (e.g. Facebook) to generate leads, new clients and new business

Use this demo version of the widget to see how amazingly-simple the widget is to use and just how much value it delivers! In this demo version, the input fields are pre-populated and the sample report, corresponding to the data submitted, will be opened. The sample report includes helpful commentary.